See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,161 | $142,344+32.9% | $119,609+58.2% | $134,475+40.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 0.33% | -12.44%+12.8pp | -14.97%+15.3pp | 417.96%-417.6pp |
| Employer contribution / active EE | $24,500 | $5,222+369.2% | $4,232+478.9% | $4,740+416.9% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $64,873 | $13,584+377.6% | $10,323+528.4% | $11,426+467.8% |